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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.66% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 3.57% | |
Worst 1-Yr Total Return (2008): | -19.17% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 6.50% | | 3-Year: | 0.46% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HBLCX | Category | Diff | Index* | Diff | | Year To Date | 20.66 | 19.41 | 1.25 | N/A | N/A | | 1-Month | 3.30 | 2.38 | 0.92 | N/A | N/A | | 3-Month | 6.09 | 4.88 | 1.21 | N/A | N/A | | 1-Year | 25.37 | 23.37 | 2 | N/A | N/A | | 3-Year | 0.66 | 0.45 | 0.21 | N/A | N/A | | 5-Year | N/A | 2.90 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.83 | 25.19 | 4.64 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.49 | -3.19 | 1.7 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HBLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.17 | -18.61 | -0.56 | | 2007 | | | 3.57 | 4.53 | -0.96 | | 2006 | | | N/A | 8.16 | N/A | | 2005 | | | N/A | 2.97 | N/A | | 2004 | | | N/A | 5.46 | N/A | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HBLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.56 | 12.36 | 12.10 | N/A | | 2008 | -3.72 | -3.18 | -6.09 | -7.67 | | 2007 | 1.61 | 1.25 | 1.90 | -1.21 | | 2006 | N/A | N/A | N/A | 4.04 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 261 | 639 | 40.85 | | 1-Month | 131 | 655 | 20.00 | | 3-Month | 78 | 653 | 11.94 | | 6-Month | 58 | 647 | 8.96 | | 1-Year | 166 | 635 | 26.14 | | 3-Year | 212 | 514 | 41.25 | | 5-Year | | 349 | N/A |
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